Reference: Drill Through Transactions

Adaptive Planning

With the transaction module, the data in transaction tables can contribute to the values in various accounts. When you drill through transactions from sheets, reports, and charts, you open a transaction report.

Each area of your model uses different methods to drill through transactions and have different requirements.

Model Area	Drill Through Methods	Requirements
All Areas	No universal methods.	Your instance uses the transaction module. Access to the Access Transactions permission. Use actuals data derived from the transactional data. Select the Drill Into Transactions check box on your actuals version.
Sheets	Right-click a cell and select Drill into Transactions . Right-click a cell and select Explore Cell Drill Into Transactions .	Only available for standard and cube sheets. Your instance doesn't use access rule security.
Web Reports and OfficeConnect Reports	Right-click a cell and select Drill Into Transactions . Right-click a cell and select Explore Cell Drill Into Transactions . Click a linked data point cell and select Drill Into Transactions .	For matrix reports, select the Allow drill down check box when you edit the report.
Dashboard Charts	Click a data point and select Explore Data Drill Into Transactions .	No requirements.